“We have been working with Pelican Investments of Ashwin Shah, since 1993. On our first meeting, Ashwin listened to our requirements and our long term goals and he provided us with a comprehensive plan of action.
Throughout the years he has met with us regularly, discussed and updated our investment plans and advised us with regard to investment in new mutual funds, giving us the personal service that we require.
Ashwin is a knowledgeable and professional investment and financial advisor. He keep himself current with the market and new funds that are available. We feel secure about our investments as a result of working with Ashwin and we highly recommend his services as he is honest, reliable and ethical. For us he is a Family.
“We have maintained a client-principal relationship for more than 5 years now, all these 5 years i have received good support and advice from your in anything which has concerned me. Normally this personal attention of a owner is not given to any portfolio but you look into every stock personally being the guiding light. Most of your analysis have been correct because of your in depth knowledge and research. I am sure you will continue to provide the same service in the future.”
“We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.”
“We were very fortunate in being introduced to Pelican Investments and he became our financial advisor. He has demonstrated sound and conservative financial ability, makes regular visits to our home and is readily available by telephone. We can recommend his services.”
“Unlike most IFAs, Pelican Investments is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial planning has already put me in a much stronger position. I have no problem in recommending him to my friends.”